See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $115,376 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,640 | $73,125-47.2% | $125,175-69.1% | $77,787-50.3% |
| Participation rate | 94.8% | 79.4%+15.3pp | 79.8%+15.0pp | 73.2%+21.6pp |
| Annual return | 21.42% | 24.71%-3.3pp | 43.79%-22.4pp | 32.57%-11.2pp |
| Employer contribution / active EE | $1,355 | $2,413-43.8% | $3,865-64.9% | $2,504-45.9% |
| Participant deferral / active EE | $3,455 | $3,966-12.9% | $4,937-30.0% | $3,967-12.9% |
| Admin fee / account holder | $71 | $89-20.5% | $9,702-99.3% | $100-29.0% |